Mr Paul Thompson
19 Jun 2017
Re: bernstein to meet CFO Apologies valeite, didn't notice spell checker error.
Mr Paul Thompson
19 Jun 2017
Re: bernstein to meet CFO Well done with your Saturday homework valet, you appear not to be alone in your conclusions judging by the share price, and mine are similar also.My only persistent doubt is the one that spooked the analysts visit to Andover a couple of weeks age, and that is that they only saw the system working at 10% capacity. Now Ocado must have stress tested it, and Morrisons must be satisfied, otherwise they would not be involved in Erith, so I am sure my doubt is ill founded. It's just the international grocery and retail trade who still need to be convinced to spend millions, but Amazons advance must be the catalyst for that. These are major supermarket chains we are talking about here, and if they don't have their own in-house automation coming off the drawing board now, they have no choice other than to cosy up with Ocado. The alternative i.e. to do nothing, is not an option for them.
valeite
18 Jun 2017
bernstein to meet CFO interesting article in todays telegraph why Richard Bernstein thinks OCDO is undervalued and how he sees the value of the technology OCDO processes realizing its real value .not so much a grocer more a technology company . spent Saturday afternoon reading up on the amazon move and its obvious that the supermarket sector is going to have to up its online offering now to compete with amazons knowhow . feeling a bit more optimistic that things will work out here after all
valeite
16 Jun 2017
Re: amazon just moved into food delivery, go... agree....this is a big deal.....not sure you've come to the right conclusion about OCDO .....the market reactions suggests it's the bricks and mortor sector that will be thumped with this combination of competitor (amazon/whole foods )
one4all
16 Jun 2017
amazon just moved into food delivery, good night bought While foods for $13 billion. please tun the lights off when you leave
Genemachine
14 Jun 2017
The Offering Wrapped up in financial "mumbo jumbo" language but this appears to be no more than an attempt to again be economic with the truth and in my language is a "dilution" of share capital. The market seems to be interpreting it as such but if anyone can enlighten me then I would be most appreciative. After the "smoke and mirrors" announcement with the yet mystery client this is another PR "faux pas"and again brings into question the credibility of management or have I got it all wrong?
II Editor
13 Jun 2017
NEW ARTICLE: Look to AIM for these tech innovators "Head of technology research at finnCap, Andrew Darley, tells us why AIM is the best place to invest in fast-growing businesses that drive productivity and efficiency.With companies under increasing regulatory burdens and pressure to demonstrate ..."[link]
Mr Paul Thompson
05 Jun 2017
Re: it's a start Thanks for that Valelte. In the case of Ocado, with over 50% held by top ten investors, the presence of Amber Crystal with 0.5% is probably fairly irrelevant. They do make the point however that the tech is undervalued in their opinion, and I would have thought they are on board for the ride. There will be some action sooner rather than later I am sure, otherwise Rausen and Roditti would have been gone long ago.
valeite
05 Jun 2017
Re: it's a start you make your point well Gene but an interesting development today is the arrival of activist Amber Crystal as a shareholder .they have a reputation for shaking management up and getting value out .well worth a read on this story in the telegraph business section .
Genemachine
05 Jun 2017
Re: it's a start This is a bit of a damp squib........the old adage of "buy on the rumour and sell on the news" comes to mind! So much unsaid........retailer ,region ,financial arrangements, potential, This is no way to assure shareholders and instil confidence and after 15 months is a tokengesture.
valeite
05 Jun 2017
it's a start well , a deal with a regional European retailer might not be the slam dunk deal we were hoping for but its a start .as always with OCDO plenty here to be optimistic about but always the room to be disappointed . it's a hold for me
Genemachine
31 May 2017
Strong gains We have been here before but perhaps the management will shortly fulfil some of their targets. Stock has now crossed 200 day moving average which invariably is an encouraging sign. Never felt comfortable with their model and lack of profitability but seem to be working hard on their efficiencies and constantly being bombarded with special offers to maintain growth.........maybe they will surprise.
valeite
16 May 2017
goldman sachs views on..... ....OCDO .NO 2 on their conviction buy list and a candidate for a takeover they suggest .buy
II Editor
02 May 2017
NEW ARTICLE: Is it finally worth shopping for Ocado shares? "LSE:MKS:Marks & Spencer admitted last week it would trial an online grocery shopping service this autumn to exploit the success of its growing food business. Its best brains were cooking up a plan, said chief executive Steve Rowe. Seems they work ..."[link]
valeite
01 May 2017
dobies garden centers.... dobies ties up with ocado in the online venture reports BBC .
